now, i think the dell -- potential dell ibo got people excited about maybe they could get the equity. i hear it's going to be a very, very, very -- is that three verys? they'll come up with the money they need, even with him rolling in his stake. this may be the fourth quarter numbers, people perceive as being better than anticipated. >> if they're giving money away to netflix, can't they give money away to michael dell? isn't there just this weird supply of money out there? >> there's a lot of money, but it's still seeking a return. >> sometimes. >> yeah, sometimes. >> let's check in with bob who's here on the floor with more on what is moving this morning. hey, bob. >> everybody has just been bending over backwards to figure out the right way to figure out this dismal q-4. the inventory levels, i don't want to get into that granular ti. i would know the durable goods number was strong on monday. if we get a strong farm payroll report on friday, maybe close to 200,000, i think that will go a long way toward mitigating the damage from this q-4 report. and if you're a cynic, of course,